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1,182 hedge funds and large institutions have $75.7B invested in Amgen in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 434 increasing their positions, 459 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 58

31% more funds holding in top 10

Funds holding in top 10: 5268 (+16)

10% more call options, than puts

Call options by funds: $718M | Put options by funds: $650M

8% more capital invested

Capital invested by funds: $69.9B → $75.7B (+$5.87B)

2% more funds holding

Funds holding: 1,1551,182 (+27)

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 459

Holders
1,182
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
34.12%
Holding in Top 10
68
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+30.77%
% of All Funds
1.96%
New
100
Increased
434
Reduced
459
Closed
58
Calls
$718M
Puts
$650M
Net Calls
+$68.2M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$10.2B +$617M +5,088,939 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.19B +$294M +2,425,268 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.69B +$131M +1,077,538 +3%
Primecap Management
4
Primecap Management
California
$3.97B -$406M -3,346,610 -9%
State Street
5
State Street
Massachusetts
$3.75B -$120M -985,966 -3%
BIT
6
BlackRock Institutional Trust
California
$2.55B -$42.8M -353,207 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.36B +$31.3M +257,928 +1%
Invesco
8
Invesco
Georgia
$1.96B -$212M -1,744,560 -10%
BFA
9
BlackRock Fund Advisors
California
$1.46B +$109M +898,496 +8%
Franklin Resources
10
Franklin Resources
California
$1.43B +$104M +855,618 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.4B -$30.3M -249,538 -2%
Northern Trust
12
Northern Trust
Illinois
$1.36B -$38.8M -320,242 -3%
ClearBridge Investments
13
ClearBridge Investments
New York
$1.12B +$62.1M +511,637 +6%
BG
14
BlackRock Group
United Kingdom
$762M +$24.8M +204,434 +3%
Ameriprise
15
Ameriprise
Minnesota
$751M +$33.5M +276,029 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$708M +$8.46M +69,769 +1%
Norges Bank
17
Norges Bank
Norway
$702M
LP
18
Longview Partners
Guernsey
$679M +$668M +5,505,968 New
TCIM
19
TIAA CREF Investment Management
New York
$647M -$9.97M -82,200 -2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$623M +$5.21M +42,949 +0.9%
Boston Partners
21
Boston Partners
Massachusetts
$613M -$18.8M -154,702 -3%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$534M -$161M -1,327,623 -23%
LSV Asset Management
23
LSV Asset Management
Illinois
$491M -$17.2M -141,623 -3%
UBS AM
24
UBS AM
Illinois
$473M +$65M +536,275 +16%
Fidelity International
25
Fidelity International
Bermuda
$462M +$71.2M +587,077 +19%

AMGN Hedge Fund Activity: Q1 2014 in Review

1,182 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2014, worth a combined $75.7B — up 8.4% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AMGN positions and 58 closed out — a net gain of 42 holders — while 434 added to existing stakes and 459 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $668M. The largest seller was Primecap Management, cutting an estimated $406M.

  • 1,182 institutional investors held Amgen (AMGN) as of Q1 2014, up from 1,155 in Q4 2013.
  • Funds reported $75.7B of Amgen stock for Q1 2014, up 8.4% quarter-over-quarter.
  • 100 funds opened new Amgen positions in Q1 2014 and 58 closed out, a net change of +42 holders.
  • The largest Amgen buyer in Q1 2014 was Longview Partners, an estimated $668M added.
  • The largest Amgen seller in Q1 2014 was Primecap Management, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2014.